Tenable (NASDAQ:TENB) Issues Q4 2026 Earnings Guidance

Tenable (NASDAQ:TENB) updated its fourth quarter 2026 earnings guidance on Friday. The company provided earnings per share guidance of 0.560-0.580 for the period, compared to the consensus earnings per share estimate of 0.420. The company issued revenue guidance of $277.0 million-$280.0 million, compared to the consensus revenue estimate of $276.5 million. Tenable also updated its FY 2026 guidance to 2.160-2.190 EPS.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on the stock. Wedbush boosted their price objective on shares of Tenable from $29.00 to $35.00 and gave the company an “underperform” rating in a report on Thursday. Barclays raised their target price on Tenable from $38.00 to $54.00 and gave the stock an “equal weight” rating in a research note on Thursday. DA Davidson set a $44.00 price target on Tenable in a research report on Thursday. Stifel Nicolaus boosted their price target on Tenable from $31.00 to $48.00 and gave the company a “hold” rating in a research note on Thursday. Finally, Stephens reissued a “positive” rating on shares of Tenable in a report on Thursday. Ten research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $46.25.

Tenable Trading Down 2.0%

Shares of Tenable stock opened at $50.75 on Friday. The stock has a market cap of $5.59 billion, a PE ratio of 390.41 and a beta of 1.01. The firm has a fifty day moving average price of $38.02 and a 200 day moving average price of $28.77. Tenable has a 1 year low of $15.73 and a 1 year high of $53.22. The company has a debt-to-equity ratio of 1.78, a current ratio of 1.04 and a quick ratio of 0.79.

Tenable (NASDAQ:TENB) last posted its quarterly earnings results on Wednesday, October 28th. The company reported $0.63 EPS for the quarter, beating the consensus estimate of $0.51 by $0.12. The company had revenue of $276.39 million for the quarter, compared to analyst estimates of $271.58 million. Tenable had a net margin of 1.48% and a return on equity of 28.72%. The firm’s revenue was up 9.5% on a year-over-year basis. During the same period in the prior year, the company earned $0.42 earnings per share. Equities research analysts predict that Tenable will post 0.58 earnings per share for the current year.

Tenable News Roundup

Here are the key news stories impacting Tenable this week:

• Positive Sentiment: Tenable reported third-quarter EPS of $0.63, above the $0.51 consensus estimate, while revenue of $276.4 million also exceeded expectations and increased 9.5% year over year. Tenable Q3 Earnings and Revenues Surpass Estimates
• Positive Sentiment: The company raised fourth-quarter guidance to EPS of $0.56–$0.58 and revenue of $277 million–$280 million, ahead of consensus estimates of $0.42 and $276.5 million, respectively. Full-year 2026 EPS guidance was raised to $2.16–$2.19 versus the $1.69 consensus, providing the strongest near-term catalyst. Tenable Raises 2026 Earnings Guidance
• Positive Sentiment: Needham and Susquehanna raised their price targets to $55 and maintained positive or buy-equivalent ratings. Canaccord also increased its target to $54 and assigned a buy rating, reflecting optimism about earnings momentum and Tenable One adoption. Tenable Guidance Announcement
• Neutral Sentiment: Analysts continue to lift targets following the earnings report, but Stephens reaffirmed a hold rating and Wells Fargo maintained equal weight. Their targets of $48 and $45 remain below the recent trading level, signaling more cautious views despite the upward revisions. Stephens Reaffirms Hold Rating
• Negative Sentiment: Wedbush warned that vendor bundling and potential cybersecurity-industry consolidation could pressure Tenable’s competitive position. Commentary also notes that the stock has already experienced a substantial rally, increasing valuation and profit-taking concerns. Tenable Faces Consolidation Risk

About Tenable

Tenable is a cybersecurity company that helps organizations identify, assess and reduce cyber risk across their technology environments. Its exposure management platform is designed to provide visibility into vulnerabilities and other security exposures affecting cloud systems, applications, endpoints, networks, operational technology, Internet of Things devices and identities.

The company’s product portfolio includes Nessus, a widely used vulnerability assessment solution, and Tenable One, an exposure management platform that brings together vulnerability management, cloud security, identity exposure and related capabilities.